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CIK: 0001555486
Total reported value
$2.7B
$2.7B
177 檔
16.8%
As reported in its official Q3 2025 Form 13F filing, Baltimore-Washington Financial Advisors, Inc.'s tracked investment portfolio stood at $2.7B with 177 total positions.
In Q3 2025, Baltimore-Washington Financial Advisors, Inc. displayed an active expansion posture, initiating 32 new positions and adding to 89 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 4.98% | +0.02% | +1.34% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.41% | +0.58% | -0.38% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.08% | -0.01% | +0.89% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | -0.26% | +1.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.87% | +0.10% | +2.73% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.87% | -0.05% | +3.80% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.81% | -0.03% | +2.99% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.66% | +0.89% | +24.52% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.52% | +0.10% | +3.14% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.51% | -0.06% | +1.38% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.48% | +0.04% | +6.79% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.31% | +0.15% | +0.92% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | — | +1.94% | |
| 14 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.20% | -1.77% | +3.17% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.18% | +0.11% | +10.17% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.00% | -0.18% | +2.54% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.87% | +0.12% | +3.44% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.73% | -0.36% | +2.10% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.20% | +2.98% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.04% | +2.26% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.24% | +9.64% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.67% | -0.15% | +3.50% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.64% | -0.01% | +3.12% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.63% | +0.31% | +1.31% | |
| 25 | IYG | Ishares U.s. Financial Servi | ETF-Other | 1.56% | -1.14% | +2.84% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | — | +2.57% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.37% | -0.13% | +2.23% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.25% | -0.81% | +5.93% | |
| 29 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 1.15% | -0.13% | +6.01% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.02% | +0.94% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.12% | -0.22% | +12.29% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | -0.03% | -0.45% | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.08% | +0.01% | +1.70% | |
| 34 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.06% | — | +2.43% | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.04% | -0.12% | +3.35% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 1.04% | — | +26.27% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 1.02% | -0.36% | +2.38% | |
| 38 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.01% | — | +6.76% | |
| 39 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.00% | — | +3.26% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | +0.05% | +3.62% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.94% | -0.12% | +3.47% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.93% | +0.72% | +37.08% | |
| 43 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.85% | — | -1.32% | |
| 44 | MMTM | Ss Spdr S&p 1500 Mom Tilt | ETF-Other | 0.83% | +0.01% | +5.19% | |
| 45 | NDAQ | Nasdaq Inc | Stock-Financials | 0.74% | -0.21% | — | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.70% | -0.12% | +6.19% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.06% | +4.15% | |
| 48 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.64% | -0.07% | +5.71% | |
| 49 | FTNT | Fortinet Inc | Stock-Tech | 0.61% | — | +1.73% | |
| 50 | ✓ | On Holding AG | Stock-Other | 0.60% | -0.10% | +4.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +0.89% | Add |
| 2 | TJX | Tjx Companies Inc | +1.1% | +12.29% | Add |
| 3 | PGR | Progressive CORP | +1% | +26.27% | Add |
| 4 | ANET | Arista Networks Inc | +0.7% | +1.31% | Add |
| 5 | RSPT | Invesco S&p 500 Equal Weight | +0.6% | +24.52% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +0.92% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.5% | +2.73% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +37.08% | Add |
| 9 | MSFT | Microsoft CORP | +0.5% | +1.28% | Add |
| 10 | SOFI | Sofi Technologies Inc | +0.5% | -1.32% | Add |
| 11 | AVGO | Broadcom Inc | +0.4% | +4.15% | Add |
| 12 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | +1.70% | Add |
| 13 | UBER | Uber Technologies Inc | +0.3% | +3.50% | Add |
| 14 | SHOP | Shopify Inc - Class A | +0.3% | +6.19% | Add |
| 15 | IBHI | Ishares Ibonds 2029 Tm Hy In | +0.2% | +146.43% | Add |
| 16 | VONG | Vanguard Russell 1000 Growth | +0.2% | +3.14% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | +2.26% | Add |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.2% | +6.79% | Add |
| 19 | BLK | Blackrock Inc | +0.2% | +3.47% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.04% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +2.98% | Add |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.44% | Add |
| 23 | BX | Blackstone Inc | +0.1% | +3.12% | Add |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +60.31% | Add |
| 25 | RACE | Ferrari N.V. | +0.1% | +10.89% | Add |
| 26 | KKR | Kkr & Co Inc | +0.1% | +15.17% | Add |
| 27 | LLY | Eli Lilly & Co | +0.1% | +275.39% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +9.64% | Add |
| 29 | BKNG | Booking Holdings Inc | +0.1% | +2.23% | Add |
| 30 | VUG | Vanguard Growth ETF | +0.1% | +3.62% | Add |
| 31 | IGRO | Ishares Intl Div Growth ETF | +0.1% | +6.77% | Add |
| 32 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +3.80% | Add |
| 33 | MMTM | Ss Spdr S&p 1500 Mom Tilt | 0% | +5.19% | Add |
| 34 | VEU | Vanguard Ftse All-world Ex-u | 0% | +5.64% | Add |
| 35 | DGT | Ss Spdr Global Dow ETF | 0% | +5.95% | Add |
| 36 | DIS | Walt Disney Co/the | 0% | +98.78% | Add |
| 37 | SO | Southern Co/the | 0% | +6.59% | Add |
| 38 | PNC | Pnc Financial Services Group | 0% | +1.30% | Add |
| 39 | TSLA | Tesla Inc | 0% | -8.31% | Trim |
| 40 | AJG | Arthur J Gallagher & Co | 0% | +6.76% | Add |
| 41 | MAR | Marriott International -cl A | 0% | +3.26% | Add |
| 42 | CEG | Constellation Energy | 0% | +7.64% | Add |
| 43 | APD | Air Products & Chemicals Inc | 0% | +98.08% | Add |
| 44 | PSCT | Invesco S&p Smallcap Informa | 0% | — | Unchanged |
| 45 | NFLX | Netflix Inc | 0% | +48.64% | Add |
| 46 | PEP | Pepsico Inc | 0% | +64.95% | Add |
| 47 | IWF | Ishares Russell 1000 Growth | — | -0.64% | Trim |
| 48 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | -3.08% | Trim |
| 49 | VGT | Vanguard Info Tech ETF | — | +0.75% | Add |
| 50 | XSORX | Source Capital Inc | — | +20.06% | Add |
According to official SEC Form 13F filings, Baltimore-Washington Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 177 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, QQQ, NVDA) accounted for 16.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
NDAQ
市值: $17.4M
Top Position Liquidated / Trimmed
BND
前期市值: $405.9K
During Q3 2025, Baltimore-Washington Financial Advisors, Inc.'s top holdings by market value included VV (5.0%)、QQQ (4.4%)、NVDA (4.1%). The largest single position, VV, represented 5.0% of total portfolio value.
In Q3 2025, Baltimore-Washington Financial Advisors, Inc. made 181 total portfolio adjustments, initiating 32 new buys, adding to 89 positions, trimming 51 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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